Purchases and Sales Made in Q3 2023 in Paychex Inc (PAYX)
This table provides information about the institutional ownership of Paychex Inc (PAYX) during Q3 2023. The information is specifically focused on institutions that hold shares of PAYCHEX INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
54+ 1.45% |
$6.02K - $6.9K
|
3.78K
$567K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
54+ 1.09% |
$6.02K - $6.9K
|
5K
$749K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
53+ 1.58% |
$5.91K - $6.77K
|
3.42K
$513K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
52New |
$5.8K - $6.64K
|
52
$7.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
52+ 13.79% |
$5.8K - $6.64K
|
429
$64.4K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
48+ 4.46% |
$5.35K - $6.13K
|
1.13K
$169K
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
47+ 1.51% |
$5.24K - $6K
|
3.16K
$473K
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
46+ 1.78% |
$5.13K - $5.88K
|
2.63K
$395K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
46+ 8.36% |
$5.13K - $5.88K
|
596
$89.4K
|
|
|
Oct 31, 2023
Q3 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
45+ 0.94% |
$5.02K - $5.75K
|
4.82K
$724K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
45+ 642.86% |
$5.02K - $5.75K
|
52
$7.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
45+ 0.44% |
$5.02K - $5.75K
|
10.2K
$1.53M
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
41+ 4.9% |
$4.57K - $5.24K
|
878
$132K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
40+ 5.61% |
$4.46K - $5.11K
|
753
$113K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
40+ 0.47% |
$4.46K - $5.11K
|
8.52K
$1.28M
|
|
|
Oct 25, 2023
Q3 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
38New |
$4.24K - $4.85K
|
38
$5.7K
|
|
|
Oct 26, 2023
Q3 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
38+ 1.18% |
$4.24K - $4.85K
|
3.27K
$490K
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
36+ 3.21% |
$4.01K - $4.6K
|
1.16K
$173K
|
|
|
Nov 02, 2023
Q3 2023
|
William Allan, LLC
|
BUY
|
- |
34+ 0.11% |
$3.79K - $4.34K
|
32.2K
$4.83M
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
34+ 1.7% |
$3.79K - $4.34K
|
2.03K
$305K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
32+ 4.48% |
$3.57K - $4.09K
|
747
$112K
|
|
|
Nov 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
32+ 0.27% |
$3.57K - $4.09K
|
11.9K
$1.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
31+ 0.59% |
$3.46K - $3.96K
|
5.26K
$789K
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
30+ 0.72% |
$3.34K - $3.83K
|
4.2K
$629K
|
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
BUY
|
- |
29+ 0.71% |
$3.23K - $3.7K
|
4.11K
$616K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
29+ 0.32% |
$3.23K - $3.7K
|
8.99K
$1.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
26+ 61.9% |
$2.9K - $3.32K
|
68
$10.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
25+ 0.24% |
$2.79K - $3.19K
|
10.5K
$1.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
24+ 0.86% |
$2.68K - $3.07K
|
2.82K
$423K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
24+ 5.59% |
$2.68K - $3.07K
|
453
$68K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
23+ 1.63% |
$2.56K - $2.94K
|
1.43K
$215K
|
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
23New |
$2.56K - $2.94K
|
23
$3.45K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
23+ 9.75% |
$2.56K - $2.94K
|
259
$38.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
22+ 0.5% |
$2.45K - $2.81K
|
4.44K
$666K
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
22+ 0.6% |
$2.45K - $2.81K
|
3.68K
$552K
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
BUY
|
- |
20+ 0.16% |
$2.23K - $2.56K
|
12.2K
$1.82M
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
20+ 0.84% |
$2.23K - $2.56K
|
2.41K
$361K
|
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
20+ 9.09% |
$2.23K - $2.56K
|
240
$36K
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
20+ 0.89% |
$2.23K - $2.56K
|
2.27K
$341K
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
19+ 1.02% |
$2.12K - $2.43K
|
1.88K
$281K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
19+ 14.07% |
$2.12K - $2.43K
|
154
$23.1K
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
BUY
|
- |
18+ 0.71% |
$2.01K - $2.3K
|
2.55K
$383K
|
|
|
Oct 16, 2023
Q3 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
18+ 0.84% |
$2.01K - $2.3K
|
2.17K
$325K
|
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
18+ 0.95% |
$2.01K - $2.3K
|
1.91K
$286K
|
|
|
Oct 13, 2023
Q3 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
17+ 0.72% |
$1.89K - $2.17K
|
2.39K
$359K
|
|
|
Oct 19, 2023
Q3 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
14+ 0.26% |
$1.56K - $1.79K
|
5.5K
$824K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
14+ 0.53% |
$1.56K - $1.79K
|
2.65K
$398K
|
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
13+ 0.31% |
$1.45K - $1.66K
|
4.17K
$626K
|
|
|
Oct 27, 2023
Q3 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
13+ 0.5% |
$1.45K - $1.66K
|
2.64K
$396K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
11+ 0.17% |
$1.23K - $1.41K
|
6.42K
$964K
|